401(k) · DOL Form 5500 · 2022

Schwabe North America 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
665
Participants Below avg headcount
92nd
Percentile by assets National rank
$124,712
Avg per participant Near avg balance/head
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Official DOL plan name: Nature's Way 401(k) Plan · Sponsored by Schwabe North America · Wisconsin · Manufacturing

$83M in assets, 665 participants

Schwabe North America's Nature's Way 401(k) Plan reported $83M in total assets and 665 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,008 in Manufacturing (20,602 peers)

Where Nature's Way 401(k) Plan sits by assets

Nature's Way 401(k) Plan sits in the top 10% of all filed plans by assets, $83M for 665 participants (~$124,712/participant), down 13.0% in 2022.

#18,008
in Manufacturing (20,602 peers)
-13.0%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nature's Way 401(k) Plan's outsized position by total assets

Nature's Way 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$82,933,654 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Nature's Way 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nature's Way 401(k) Plan sits mid-pack in the medium band (665 participants).

Form 5500 schedule snapshot

Filing strip 870388645 · Schwabe North America PY 2022 · 401(k)

Nature's Way 401(k) Plan · $83M · 665 · 92nd

  • PHOTO $83M
  • PHOTO 665
  • PHOTO 92nd
  • PHOTO 401(k)
  • PHOTO near Kalsec, Inc. Employees' Profit Sharing Plan
  • PHOTO ind #18008

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Wisconsin →

Nature's Way 401(k) Plan in the asset neighbourhood

Cbn 401(k) Retirement Plan$83MQuanex Building Products North American Cabinet Salaried and Nonunion Employee 401 (K) PlanQuanex Building Products Nor…$83MG.L. Homes of Florida Corporation 401(k) PlanG.L. Homes of Florida Corpor…$83MKalsec, Inc. Employees' Profit Sharing PlanKalsec, Inc. Employees' Prof…$83MNature's Way 401(k) Plan$83M
End-of-year total assets ($M) among Nature's Way 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$83M
Net Income-$12M
Employer EIN870388645
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwabe North America)

Sponsor-wide plan assets over time

All Schwabe North America plans reported in each filing year

Latest sponsor-wide plan assets
$109M 31.19240712582132% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $82.9M $109M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 665 $83M
2023 1 688 $96M
2024 1 659 $109M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nature's Way 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Nature's Way 401(k) Plan, Total assets ($B): 0.082933654 · Participants: 665Nature's Way 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Nature's Way 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Nature's Way 401(k) Plan side-by-side with 3 peers →

Nature's Way 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kalsec, Inc. Employees' Profit Sharing Plan in MI ($83M); by covered participants it is United Security, Inc. 401(k) Plan in NJ (665 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (665 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nature's Way 401(k) Plan assets move in 2022? ▼
Nature's Way 401(k) Plan pulled back noticeably - down 13.0% during 2022, from $95M to $83M. Reported net income was -$12M.
How have Schwabe North America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwabe North America's sponsor-wide assets grew 31.2%, from $83M to $109M.
Where does Nature's Way 401(k) Plan rank by assets among Form 5500 filers? ▼
Nature's Way 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Nature's Way 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kalsec, Inc. Employees' Profit Sharing Plan in MI ($83M, 320 participants).
Which 401(k) plans cover a similar participant headcount to Nature's Way 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Security, Inc. 401(k) Plan in NJ (665 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870388645.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.